Purchases and Sales Made in Q3 2021 in Schwab Strategic Tr Us Large C (SCHG)

SCHG Quotes by TradingView

This table provides information about the institutional ownership of Schwab Strategic Tr Us Large C (SCHG) during Q3 2021. The information is specifically focused on institutions that hold shares of SCHWAB STRATEGIC TR US LARGE-C.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Nov 12, 2021 Q3 2021
Bergan Kdv Wealth Management, LLC

BUY
 -
300
+ 0.65%
$22K - $23.7K
46.5K $1.32M
Nov 12, 2021 Q3 2021
Kcm Investment Advisors LLC

Greenbrae, CA
BUY
 -
296
+ 6.93%
$21.7K - $23.4K
4.57K $129K
Nov 05, 2021 Q3 2021
Clear Perspectives Financial Planning, LLC

Cincinnati, OH
BUY
 -
289
+ 3.55%
$21.2K - $22.8K
8.42K $238K
Nov 16, 2021 Q3 2021
Kozak & Associates, Inc.

Highlands Ranch, CO
BUY
 -
284
New
$20.8K - $22.4K
284 $8.04K
Oct 15, 2021 Q3 2021
Paradigm, Strategies In Wealth Management, LLC

BUY
 -
278
+ 1.36%
$20.4K - $21.9K
20.7K $587K
Nov 10, 2021 Q3 2021
Hoyle Cohen, LLC

BUY
 -
265
+ 1.31%
$19.4K - $20.9K
20.4K $579K
Oct 22, 2021 Q3 2021
Spire Wealth Management

BUY
 -
244
+ 5.83%
$17.9K - $19.3K
4.43K $125K
Oct 09, 2024 Q3 2021
Martel Wealth Advisors Inc

Vancouver, WA
BUY
 -
233
+ 3.17%
$17.1K - $18.4K
7.59K $215K
Nov 17, 2021 Q3 2021
Garde Capital, Inc.

Seattle, WA
BUY
 -
226
+ 0.36%
$16.6K - $17.8K
63.1K $1.79M
Oct 27, 2021 Q3 2021
Aptus Capital Advisors, LLC

BUY
 -
202
+ 7.15%
$14.8K - $15.9K
3.03K $85.7K
Nov 10, 2021 Q3 2021
Citigroup Inc

BUY
 -
184
New
$13.5K - $14.5K
184 $5.21K
Oct 25, 2021 Q3 2021
Bcs Wealth Management

BUY
 -
181
+ 4.51%
$13.3K - $14.3K
4.19K $119K
Nov 12, 2021 Q3 2021
Tcg Advisory Services, LLC

Austin, TX
BUY
 -
177
+ 12.4%
$13K - $14K
1.6K $45.4K
Nov 09, 2021 Q3 2021
Signet Investment Advisory Group, Inc.

BUY
 -
174
+ 2.25%
$12.7K - $13.7K
7.91K $224K
Oct 14, 2021 Q3 2021
Pacific Wealth Strategies Group, Inc.

BUY
 -
173
+ 0.19%
$12.7K - $13.7K
89.6K $2.54M
Nov 15, 2021 Q3 2021
Paradigm Financial Partners, LLC

BUY
 -
169
+ 2.25%
$12.4K - $13.3K
7.68K $217K
Nov 02, 2021 Q3 2021
Valeo Financial Advisors, LLC

BUY
 -
169
+ 3.17%
$12.4K - $13.3K
5.5K $156K
Oct 12, 2021 Q3 2021
Mitchell Sinkler & Starr

BUY
 -
165
+ 8.83%
$12.1K - $13K
2.03K $57.6K
Nov 08, 2021 Q3 2021
Aurora Private Wealth, Inc.

BUY
 -
157
+ 5.48%
$11.5K - $12.4K
3.02K $85.5K
Nov 16, 2021 Q3 2021
Retirement Group, LLC

BUY
 -
150
+ 19.18%
$11K - $11.8K
932 $26.4K
Nov 15, 2021 Q3 2021
First Horizon Advisors, Inc.

BUY
 -
149
+ 7.23%
$10.9K - $11.8K
2.21K $62.6K
Nov 17, 2021 Q3 2021
Colony Group LLC

Boston, MA
BUY
 -
148
+ 0.54%
$10.8K - $11.7K
27.4K $775K
Jun 07, 2022 Q3 2021
True North Advisors, LLC

BUY
 -
147
+ 0.37%
$10.8K - $11.6K
40.1K $1.14M
Oct 12, 2021 Q3 2021
Moneywise, Inc.

BUY
 -
146
+ 5.32%
$10.7K - $11.5K
2.89K $81.8K
Nov 15, 2021 Q3 2021
Greenwood Gearhart Inc

Fayetteville, AR
BUY
 -
145
+ 8.43%
$10.6K - $11.4K
1.87K $52.8K
Nov 12, 2021 Q3 2021
Verdence Capital Advisors LLC

Hunt Valley, MD
BUY
 -
141
+ 0.25%
$10.3K - $11.1K
55.9K $1.58M
Nov 09, 2021 Q3 2021
Indie Asset Partners, LLC

Carmel, IN
BUY
 -
139
+ 1.17%
$10.2K - $11K
12.1K $341K
Oct 14, 2021 Q3 2021
Seven Bridge Financial Group, LLC

BUY
 -
138
+ 2.09%
$10.1K - $10.9K
6.75K $191K
Nov 12, 2021 Q3 2021
Steward Partners Investment Advisory, LLC

BUY
 -
124
+ 2.53%
$9.08K - $9.79K
5.02K $142K
Nov 12, 2021 Q3 2021
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
120
+ 0.36%
$8.79K - $9.47K
33K $935K
Nov 15, 2021 Q3 2021
Marshall Financial Group Inc

Doylestown, PA
BUY
 -
119
+ 0.08%
$8.72K - $9.39K
144K $4.09M
Nov 12, 2021 Q3 2021
Acorn Wealth Advisors, LLC

Grand Blanc, MI
BUY
 -
113
+ 3.66%
$8.28K - $8.92K
3.2K $90.6K
Nov 04, 2021 Q3 2021
Larson Financial Group LLC

BUY
 -
100
+ 21.46%
$7.32K - $7.89K
566 $16K
Oct 19, 2021 Q3 2021
Janiczek Wealth Management, LLC

BUY
 -
96
+ 0.62%
$7.03K - $7.58K
15.5K $440K
Oct 26, 2021 Q3 2021
Chesapeake Wealth Management

BUY
 -
95
+ 0.46%
$6.96K - $7.5K
20.7K $586K
Nov 12, 2021 Q3 2021
Apriem Advisors

Irvine, CA
BUY
 -
90
+ 2.53%
$6.59K - $7.1K
3.65K $103K
Oct 15, 2021 Q3 2021
Wt Wealth Management

BUY
 -
89
+ 2.31%
$6.52K - $7.03K
3.95K $112K
Nov 12, 2021 Q3 2021
Psi Advisors, LLC

BUY
 -
85
+ 4.42%
$6.23K - $6.71K
2.01K $56.9K
Nov 12, 2021 Q3 2021
North Rock Partners, LLC

BUY
 -
83
+ 5.24%
$6.08K - $6.55K
1.67K $47.2K
Nov 01, 2021 Q3 2021
Goodwin Investment Advisory

Woodstock, GA
BUY
 -
82
+ 54.67%
$6.01K - $6.47K
232 $6.57K
Oct 06, 2021 Q3 2021
Life Steps Financial, Inc.

BUY
 -
79
+ 1.67%
$5.79K - $6.24K
4.82K $136K
Nov 16, 2021 Q3 2021
Ambassador Advisors, LLC

Lancaster, PA
BUY
 -
71
+ 17.27%
$5.2K - $5.6K
482 $13.6K
Nov 12, 2021 Q3 2021
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
70
+ 1.77%
$5.13K - $5.53K
4.02K $114K
Oct 19, 2021 Q3 2021
Acas, LLC

BUY
 -
66
+ 0.35%
$4.83K - $5.21K
18.8K $533K
Oct 28, 2021 Q3 2021
Atlas Capital Advisors LLC

San Francisco, CA
BUY
 -
64
+ 65.31%
$4.69K - $5.05K
162 $4.59K
Oct 22, 2021 Q3 2021
York Bridge Wealth Partners, LLC

BUY
 -
61
+ 0.98%
$4.47K - $4.82K
6.31K $179K
Oct 25, 2021 Q3 2021
Destination Wealth Management

BUY
 -
52
+ 1.53%
$3.81K - $4.1K
3.45K $97.5K
Nov 10, 2021 Q3 2021
Blackhawk Capital Partners Llc.

Thiensville, WI
BUY
 -
52
+ 0.33%
$3.81K - $4.1K
15.9K $449K
Oct 18, 2021 Q3 2021
Asset Dedication, LLC

BUY
 -
51
+ 0.25%
$3.74K - $4.03K
20.7K $587K

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